Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Appleman is an investment advisor representative with World Investment Advisors, LLC in Alpharetta, Georgia. Robert has been in the financial services industry since 1999. Robert is registered as an investment advisor in Georgia. Robert previously worked at SunTrust Investment Services, Inc. and American Express Financial Advisors Inc. Robert holds the Series 63, Series 65 and Series 7 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
GA
02/07/2023 - Present
World Investment Advisors, LLC (Alpharetta GA)
FL
12/19/2000 - 04/29/2011
SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)
MN
11/17/1999 - 12/12/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/17/1999 - 12/12/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Robert Appleman is the right advisor for you? Invested Better is here to help.
